Spreadsheet to Form Widget: How to use it?

We are looking to tie an existing excel spread sheet into our JotForm. We need it based off of the answer given in the JotForm to pull a data set from the excel spreadsheet. Is this possible?

Hi Daniel,

Thanks for reaching out to Jotform Support. We have a Spreadsheet to Form Widget that you can use to import your data. Let me show you how to use it:

1. Create a spreadsheet with your data structured like you see below. Make sure that the column names in the spreadsheet match the field names on the form, and include a unique column, like an ID, so the data can be distinguished.

2. In Form Builder, click on the Add Form Element menu on the left side of the page.

3. Click on the Widgets tab, search for the Spreadsheet to Form widget and add it to your form.

4. In the menu on the right side of the page, upload your data file. (You can simply drag & drop your excel file to the Upload File area.) 

5. Then, click on the Downward Arrow icon in the Access Code Column option and select the unique column.

6. You can also customize texts used in the widget. After you complete everything, click on the Update Widget button at the bottom right of the menu.

Now, when people fill out your form and enter the unique code from the spreadsheet, the corresponding fields will automatically populate when they click Auto Complete Fields. Check out my screencast below to see how it works:

Give it a try and let us know if you need any help.

The widget worked great as provided. Thank you for that. Another question to follow up with this... is there a way to have multiple fields populate? I am trying to pull data off of another form and will need to pull anywhere between 10-30 answers off of the excel spreadsheet not just one. Thanks for your help.

Hi Daniel,

Yes, it is possible to auto-populate multiple fields in your form using the Spreadsheet to Form widget. You'll need to make sure that the fields' labels match the column headers so it'll be able to auto-populate your fields. Here are some important limitations and key details to keep in mind so you can achieve your goal:

1. The widget only supports XLS or XLSX file formats; other formats are not accepted.
2. The unique code in your spreadsheet doesn’t have to be in the first column. You can position it anywhere as long as you set the correct column index in the widget’s configuration.
3. The unique code is Case-Sensitive.
4. The column headers in your spreadsheet must match the form field labels.

You might also want to check out our guide about How to Use the Spreadsheet to Form Widget for more information.

Keep us updated and let us know if you need any more help.

If I want to pull multiple answers would I need to use multiple spreadsheet to form widgets? I am looking to pull multiple different items off a spreadsheet.

Hi Daniel,

No, you don't have to use multiple Spreadsheet to Form widget in your form. As long as the data you wanted to pull from the excel file goes to a supported fields in your form and to ensure that the form field labels and spreadsheet column names match, there shouldn't be any issue. To know more about the supported fields, you can check out our guide How to Use the Spreadsheet to Form Widget.

Let us know if you have any other questions.